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Money Concepts Capital Corp CRD 12963
$4.07B regulatory AUM 1,108 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2013-03-28 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
2660 Horizon Drive Se Suite 210, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Easton Financial Services | Grand Rapids | MI | 12/2014 | 07/2019 |
| Soccer Coach | Lowell | MI | 09/2023 | Present |
| Bright Future Financial Services Llc | Grand Rapids | MI | 07/2019 | Present |
1. Bright Future Financial Services LLC, CPA/ Tax Preparation. Owner, Non-investment related, 40%-60% time spent on activity during non-securities hrs. 2. Soccer Coach, since 9/18/2023, Teaching, Coach, 12570 GrandRiver Dr. SE, Lowell, MI 49333. Non-investment related, 1%-10% time spent on activity during non-securities hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-21 |
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